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Sales and Client Experience Lead

Shefali Kapoor

Owns the client relationship, from the first conversation to the long partnership that follows.

Shefali Kapoor
CFTECertified Financial Technologist
Clientssales and client experience
Gurugrambased in

01Role at TraCarta

Shefali Kapoor leads sales and client experience at TraCarta, from a client's first conversation with the firm through assessment, engagement, delivery and the long partnership that follows.

02Experience

Her approach is consultative. She matches a company's tax problem to the right shape of engagement, or says plainly when TraCarta is not the right fit.

Leadership